13d • General discussion
My Wealth Tech Stack 🧰
AI people love sharing their tool stack.
Here’s the wealth version.
These are the tools and layers I’d want in a modern financial life, especially once income, taxes, equity, estate planning, and investments stop being simple.
Steal the stack:
📊 RightCapital for the financial plan. Cash flow, retirement, tax-sensitive decisions, equity comp, and “what happens if we do X?” scenarios.
🏛️ Wealth.com for estate planning coordination. Wills, trusts, beneficiaries, estate flow, and making sure the plan on paper matches the family reality.
📈 Tiller for the spreadsheet people.Automated banking data into Google Sheets or Excel. Clean, flexible, and better than guessing from memory.
🧮 Koyfin for investment research. Market data, portfolio views, company research, and better context before making investment decisions.
🔐 1Password for financial security. Passwords, shared vaults, emergency access, and the accounts nobody should be locked out of.
📁 Google Drive for the document vault. Tax returns, estate docs, insurance policies, equity grants, mortgage docs, old statements. One organized place.
🧾 A CPA tax projection before year-end. Tax prep is history. Tax planning is where the money is.
🛡️ A risk layer. Insurance emergency reserves, destate documents. Boring until it is not.
🧠 AI as a question engine.Use it to summarize, organize, and prepare better questions for your CPA, attorney, or advisor. Don’t outsource judgment to it.
🤝 Advisor coordination. CPA, attorney, financial planner, insurance, investment, payroll, equity admin. If they are not coordinated, you become the coordinator.
🗒️ A decision log. Date, decision, why you made it, what assumptions were true, and when to revisit it.
That last one might be the most underrated tool in the whole stack.
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My Wealth Tech Stack 🧰
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